Justin Alexander
Justin Alexander, CAIA, operates as a Senior Financial Advisor – Portfolio Manager at Merrill Lynch Wealth Management - The VC Group, having joined the firm in October 2018
Previous employers: Pacer Financial (now Pacer ETFs), Terra Capital Partners (now Mavik Capital Management), Horizons ETFs (now Global X ETFs by Mirae Asset), and Alex. Brown (a division of Raymond James)
During his time with Alex. Brown, Justin led Business Development efforts for an Advisory team that focused on Liquidity Event Planning and Direct Investment Opportunities
Clients at Merrill include: Software Engineers, Consultants, Investment Bankers, Portfolio Managers, Private Equity Investors, Credit Originators, Early/Growth-Stage Companies, Founders, Operators
Justin provides guidance on Qualified Small Business Stock (QSBS) - helping founders and investors minimize tax-drag and maximize tax-avoidance. He also offers corporate cash management services tailored for early & growth-stage venture and private equity backed companies.
Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved
CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment AnalystSM Association
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
